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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,726 | $148,582-98.8% | $135,942-98.7% | $139,456-98.8% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 33.52% | 79.26%-45.7pp | 68.28%-34.8pp | 373.45%-339.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $534 | $8,101-93.4% | $7,759-93.1% | $6,711-92.0% |
| Admin fee / account holder | $96 | $12,402-99.2% | $10,764-99.1% | $11,407-99.2% |